Quoting on Salesforce CRM
Our quote generation tool enables Salesforce users to easily create quotes. Once you download the application from Force.com, you can instantly create quotes by linking Salesforce to Sage Line 50 and Google Docs. Simply click on Create New Quote, add the requested products using the Search Products popup, and enter the relevant product information. The Quote module links the company's Salesforce data with your Sage data and instantly produces a quote that can be e-mailed directly to the company, printed out, or sent to sage for further processing.
- Factor discounts into your quote.
- Export the quote to Google Docs or Sage.
- Select a date after which the quote expires.
- Save quote revisions.
- Calculate your quote in multiple currencies, with or without applicable taxes.
- Clone a quote.
- Use custom designed templates that bear your company's logo.
For quoting made simple with our easy to use Salesforce quote generation tool, please call us on 0845 111 0347 for a callback within 15 minutes, or click here to go to our contact form.
